# Appomattox Advisory

Appomattox Advisory is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 551 Fifth Avenue, Suite 2600 New York, NY 10176
- **Founded:** 2005
- **Assets under management:** 410.8 (Altss estimate)
- **Website:** appomattox.com
- **LinkedIn:** https://www.linkedin.com/company/appomattox-advisory-inc

## Regulatory record

- **CRD number:** 153731
- **SEC file number:** 801-71652
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153731

## About

Appomattox Advisory was established in New York in 2005 by Susan Webb. Her background in derivatives trading shaped the firm's risk framework and led to an outsourced-CIO model focused on institutional clients. The firm remains majority women-owned and positions itself as a manager for endowments, foundations, retirement plans and family offices. Appomattox deploys capital through fund-of-funds and direct manager selection in hedge funds, private credit and real assets. It maintains exposure to Energy Transition & Renewables and Mobility & Transportation. Confirmed relationships include management of a hedge fund of funds mandate for the State of Connecticut Retirement Plans and Trust Funds and advisory work for the Solomon R. Guggenheim Foundation. The firm also maintains a joint venture with Stonebrook Capital Management. Geographic reach centers on North America with global manager sourcing. The firm employs nine professionals in New York. Most investment team members have worked together for more than a decade. Susan Webb serves on the advisory board of Catalyst Financial Partners. In February 2024 Appomattox participated in the New York Alternative Investment Roundtable’s Women’s Forum. The firm holds membership in 100 Women in Finance and the New York Alternative Investment Roundtable. Appomattox operates under a conflict-free, majority women-owned structure that separates it from larger asset managers. This ownership and the founder’s trading background produce a distinct emphasis on emerging and diverse managers combined with explicit ESG integration.

## Sectors

- Energy Transition & Renewables
- Mobility & Transportation

## People

- Susan Webb — Founder, CEO + Chief Investment Officer
- Drianne Benner — Senior Managing Director
- Luke Imperatore — Senior Managing Director
- Iván Gallegos Rivas — Investment Partner

## Questions

### Who runs investment decisions at Appomattox Advisory?

Susan Webb serves as Founder, CEO and Chief Investment Officer. Drianne Benner, Luke Imperatore and Iván Gallegos Rivas hold senior investment roles on the nine-person team.

### Does Appomattox Advisory participate in fund commitments or only direct deals?

The firm uses a fund-of-funds approach alongside manager selection in hedge funds and private credit. It also maintains a joint venture with Stonebrook Capital Management.

### What investment stages does Appomattox Advisory typically target?

The firm focuses on established and emerging managers rather than early-stage venture. It emphasizes resilient multi-asset portfolios across private capital strategies.

### How is Appomattox Advisory related to the State of Connecticut Retirement Plans and Trust Funds?

Appomattox manages a hedge fund of funds mandate for the Connecticut Retirement Plans and Trust Funds.

## Related profiles

- [Parkview](https://altss.com/profile/parkview)
- [Grupo Zriser](https://altss.com/profile/grupo-zriser-serratosa-lujan-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/appomattox-advisory

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